Latest: Varun Beverages Ltd Q2 FY27 (Jul–Sep 2026) results →This page is Q4 FY26 (Jan–Mar 2026).All Q4 FY26 results →
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Varun Beverages Ltd

Q4 FY26Beverages

VBL Q4 FY26 earnings call: Margins & Order Book

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Price₹507
Market cap₹1.7L Cr
P/E53.6
Updated3 Jul 2026
Read2 min read

What the Q4 FY26 call signalled

2 of 3 strong

RevenueGood growth
MarginMargins steady
CapexCapex planned

The short version

- The company expects sustained double-digit volume growth in India for the next 5-10 years, supported by expanding distribution and efficient operations.

From Varun Beverages Ltd's Q4 FY26 earnings-call transcript · updated 3 Jul 2026.

Revenue & Sales Performance

See what Varun Beverages Ltd said on revenue & sales performance — free account, 30 seconds.

Profitability & Margins

See what Varun Beverages Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

See what Varun Beverages Ltd said on capital expenditure plans — free account, 30 seconds.

Top-ranked in Beverages

Ranked on what management guided this quarter

Guidance-ranked
1Piccadily Agro
Rev 1Mar 3
Rev 2Mar 3
3
Rev 3Mar 1
4
Rev 3Mar 1
5
Rev 3Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Varun Beverages Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Some relevant points can be inferred regarding capacity and production: - The company emphasizes the need for capacity expansion by opening new large plants to keep up with growing sales. - They currently do not open smaller plants; instead, larger plants with higher efficiency (e.g., 1,000 bottles per minute lines) are preferred.

2 more points from Varun Beverages Ltd's call on order book

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Varun Beverages Ltd — Quarterly revenue & net profit

Revenue Net profit
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27
Sep 2026Q2 FY27

Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹6.6K Cr, net profit ₹831 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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    The document provided is a letter from United Breweries Limited regarding the transcript of their Q4FY2025-26 earnings call. Key concall takeaways from United…

  • Piccadily Agro (Q4 FY26)

    IMFL segment driving majority of growth, with 63% quarterly and ~31% annualized growth currently. Key concall takeaways from Piccadily Agro's Q4 FY26 earnings…

  • Radico Khaitan Ltd (Q4 FY26)

    Total IMFL volume in Q4 FY26 grew by **4% year-on-year**. Key concall takeaways from Radico Khaitan's Q4 FY26 earnings call — and how it ranks against sector…

  • Globus Spirits (Q4 FY26)

    Bulk alcohol (ENA) business exit FY26 volume: approximately 199.5 million liters, around INR 20 crores in value. Key concall takeaways from Globus Spirits…

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

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Frequently Asked Questions

What were Varun Beverages Ltd Q1 FY27 results?

- The company expects sustained double-digit volume growth in India for the next 5-10 years, supported by expanding distribution and efficient operations.

What is Varun Beverages Ltd share price analysis?

Varun Beverages Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 53.5 with a market cap of ₹170,400. Investors should review the full earnings analysis for detailed insights.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.